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ADVISOR INSIGHTS AND NEWS

The Buzz of Bitcoin

If you have paid any attention to the media and news outlets recently, you have likely heard of Bitcoin.  Like the popular “toy of the season” every kid wants for Christmas, Bitcoin has become the new investment craze.  It has gained so much notoriety and interest that the acclaimed television show “The Big Bang Theory” […]

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Qualified Charitable Distributions

Giving to charity? Learn how to minimize the taxes you pay on your required minimum distribution. In my opinion, Qualified Charitable Distributions (QCDs) are one of the most underutilized tax strategies around today. Those who qualify and are already giving to charity often get more tax savings with little to no downside. In this article, […]

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Is Your Portfolio Overworked?

Click here to see the article on forbes.com! You likely have a coworker or friend who never takes a day off of work, who’s dedicated to their job and who rarely takes a vacation, sick day or comes in late. When you love your job, it can sometimes be easy to let the little things […]

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